{"id":40492,"date":"2026-03-11T07:42:41","date_gmt":"2026-03-11T07:42:41","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%bc%eb%b3%b8-2%ec%9b%94-%ec%83%9d%ec%82%b0%ec%9e%90%eb%ac%bc%ea%b0%80-%ec%83%81%ec%8a%b9%eb%a5%a0-2%eb%a1%9c-%ec%98%88%ec%83%81%ec%b9%982-1-%ed%95%98%ed%9a%8c%ec%a0%84%eb%85%84\/"},"modified":"2026-03-11T07:42:41","modified_gmt":"2026-03-11T07:42:41","slug":"%ec%9d%bc%eb%b3%b8-2%ec%9b%94-%ec%83%9d%ec%82%b0%ec%9e%90%eb%ac%bc%ea%b0%80-%ec%83%81%ec%8a%b9%eb%a5%a0-2%eb%a1%9c-%ec%98%88%ec%83%81%ec%b9%982-1-%ed%95%98%ed%9a%8c%ec%a0%84%eb%85%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%bc%eb%b3%b8-2%ec%9b%94-%ec%83%9d%ec%82%b0%ec%9e%90%eb%ac%bc%ea%b0%80-%ec%83%81%ec%8a%b9%eb%a5%a0-2%eb%a1%9c-%ec%98%88%ec%83%81%ec%b9%982-1-%ed%95%98%ed%9a%8c%ec%a0%84%eb%85%84\/","title":{"rendered":"\uc77c\ubcf8 2\uc6d4 \uc0dd\uc0b0\uc790\ubb3c\uac00 \uc0c1\uc2b9\ub960 2%\ub85c \uc608\uc0c1\uce58(2.1%) \ud558\ud68c\u2026\uc804\ub144 \ub3d9\uc6d4 \ub300\ube44"},"content":{"rendered":"\uc77c\ubcf8\uc758 **\uae30\uc5c5\ubb3c\uac00\uc9c0\uc218(PPI\u00b7Producer Price Index, \uae30\uc5c5\uc774 \ub2e4\ub978 \uae30\uc5c5\uc5d0 \ud310\ub9e4\ud558\ub294 \uc0c1\ud488\u00b7\uc11c\ube44\uc2a4\uc758 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c\ub85c \u2018\ub3c4\ub9e4 \ub2e8\uacc4 \ubb3c\uac00\u2019\ub85c\ub3c4 \ubd88\ub9bc)**\uac00 2\uc6d4 **\uc804\ub144 \ub3d9\uc6d4 \ub300\ube44 2%** \uc0c1\uc2b9\ud588\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 **2.1%**\uc600\ub2e4.\n\n\uc774\ubc88 \uc5c5\ub370\uc774\ud2b8\ub294 2026\ub144 3\uc6d4 10\uc77c 23\uc2dc 50\ubd84 04\ucd08(\uadf8\ub9ac\ub2c8\uce58\ud45c\uc900\uc2dc\u00b7GMT)\uc5d0 \uacf5\uac1c\ub410\ub2e4. \ubc1c\ud45c\uc5d0\ub294 **\uc2e4\uc81c\uce58**\uc640 **\uc608\uc0c1\uce58(\uc2dc\uc7a5 \uc804\ub9dd\uce58)**\uac00 \ud568\uaed8 \uc81c\uc2dc\ub410\ub2e4.\n\n<h3>Risk Disclosure Summary<\/h3>\n\uc774 \uae00\uc5d0\ub294 **\ubbf8\ub798\uc804\ub9dd \uc9c4\uc220(\ud5a5\ud6c4 \uc804\ub9dd\uc744 \uc804\uc81c\ub85c \ud55c \uc124\uba85\uc73c\ub85c, \uc2e4\uc81c \uacb0\uacfc\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc74c)**\uacfc **\uc624\ub958 \uac00\ub2a5\uc131**\uc5d0 \ub300\ud55c \uc704\ud5d8 \uace0\uc9c0\uac00 \ud3ec\ud568\ub3fc \uc788\ub2e4. \ub610\ud55c \ubcf8 \ub0b4\uc6a9\uc740 **\uc815\ubcf4 \uc81c\uacf5 \ubaa9\uc801**\uc774\uba70 **\uc790\uc0b0\uc744 \uc0ac\uac70\ub098 \ud314\ub77c\ub294 \uc870\uc5b8**\uc774 \uc544\ub2c8\ub77c\uace0 \uba85\uc2dc\ud55c\ub2e4.\n\n\uac70\ub798\uc5d0\ub294 **\uc6d0\uae08 \uc804\uc561 \uc190\uc2e4**\uc744 \ud3ec\ud568\ud55c \ud070 \uc190\uc2e4\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub2e4\uace0 \uc801\uc5c8\ub2e4. \uc704\ud5d8, \uc190\uc2e4, \ube44\uc6a9\uc5d0 \ub300\ud55c \ucc45\uc784\uc740 \ub3c5\uc790\uc5d0\uac8c \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.\n\n\ub610\ud55c \uae00\uc758 \uacac\ud574\ub294 \uc800\uc790 \uac1c\uc778 \uc758\uacac\uc774\uba70 FXStreet\ub098 \uad11\uace0\uc8fc\uc758 \uc785\uc7a5\uc774 \uc544\ub2c8\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc800\uc790\ub294 \ubcf4\uc720 \ud3ec\uc9c0\uc158, \uc774\ud574\uad00\uacc4, \ucd94\uac00 \ubcf4\uc0c1\uc774 \uc5c6\ub2e4\uace0 \ud588\ub2e4.\n\nFXStreet\uc640 \uc800\uc790\ub294 **\uac1c\uc778 \ub9de\ucda4\ud615 \ud22c\uc790 \uad8c\uace0(\uac1c\ubcc4 \ud22c\uc790\uc790 \uc0c1\ud669\uc5d0 \ub9de\ucd98 \uc870\uc5b8)**\ub97c \uc81c\uacf5\ud558\uc9c0 \uc54a\uc73c\uba70, **\ud22c\uc790\uc790\ubb38\uc5c5\uc790(\uacf5\uc2dd \ub4f1\ub85d\ub41c \ud22c\uc790 \uc790\ubb38 \uae30\uad00)**\uac00 \uc544\ub2c8\uace0 \uc815\ubcf4 \uc0ac\uc6a9\uc73c\ub85c \uc778\ud55c \uc190\uc2e4\uc5d0 \ucc45\uc784\uc744 \uc9c0\uc9c0 \uc54a\ub294\ub2e4\uace0 \ud588\ub2e4.\n\n\uc804\ub0a0 \uacf5\uac1c\ub41c 2\uc6d4 \uae30\uc5c5\ubb3c\uac00\uc9c0\uc218\ub294 2.0%\ub85c, \uc608\uc0c1\uce58\ub97c \uc18c\ud3ed \ubc11\ub3cc\uc558\ub2e4. \uc774\ub294 \ub3c4\ub9e4 \ub2e8\uacc4\uc5d0\uc11c\uc758 \ubb3c\uac00 \uc555\ub825\uc774 \uc77c\ubd80\uac00 \uc608\uc0c1\ud588\ub358 \uac83\ub9cc\ud07c \ube60\ub974\uac8c \ucee4\uc9c0\uc9c0 \uc54a\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub85c \uc778\ud574 \uc77c\ubcf8\uc740\ud589(BOJ)\uc774 \ub2e8\uae30\uac04\uc5d0 \ub354 \uac15\ud55c \uc815\ucc45 \uc804\ud658\uc5d0 \ub098\uc124 \uc555\ubc15\uc740 \ub2e4\uc18c \uc644\ud654\ub420 \uc218 \uc788\ub2e4.\n\n<h3>Market Implications And Positioning<\/h3>\n\uc774\ubc88 \uc9c0\ud45c\ub294 \ub2f9\ubd84\uac04 \uc77c\ubcf8\uacfc \uc8fc\uc694\uad6d \uac04 **\uae08\ub9ac \uaca9\ucc28(\ub098\ub77c\ubcc4 \uae30\uc900\uae08\ub9ac \ucc28\uc774)**\uac00 \ud06c\uac8c \uc720\uc9c0\ub420 \uac83\uc774\ub780 \uad00\uc810\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \ubbf8\uad6d \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Fed\u00b7\ubbf8 \uc911\uc559\uc740\ud589)\ub294 \ucd5c\uadfc \ud68c\uc758\uc5d0\uc11c \uae08\ub9ac\ub97c \ub3d9\uacb0\ud574 \uc77c\ubcf8 \ub300\ube44 \ub192\uc740 **\uae08\ub9ac \uc218\uc900(\uc218\uc775\ub960 \uc6b0\uc704)**\uc744 \uc720\uc9c0\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \ub2ec\ub7ec\/\uc5d4(USD\/JPY)\uc5d0\uc11c **\uc5d4\ud654 \uc57d\uc138\uc5d0 \uc720\ub9ac\ud55c \uc804\ub7b5**\uc744 \uace0\ub824\ud560 \uc218 \uc788\uc73c\uba70, \uc608\ub85c **\ucf5c\uc635\uc158(call option\u00b7\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)** \ub9e4\uc218\uac00 \uac70\ub860\ub41c\ub2e4.\n\n2025\ub144\uc5d0\ub3c4 \uc774\ub7ec\ud55c \uae08\ub9ac \uaca9\ucc28\uc5d0 \uc5d4\ud654\uac00 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud588\uace0, \uc644\ud654\uc801 \ud1b5\ud654\uc815\ucc45\uc744 \uc9c0\uc18d\ud55c BOJ\ub294 \ub2ec\ub7ec \ub300\ube44 \uc5d4\ud654 \uc57d\uc138\ub85c \uc774\uc5b4\uc84c\ub2e4. 2023~2024\ub144\uc5d0\ub3c4 \uc815\ucc45 \uaca9\ucc28\uac00 \ucee4\uc9c0\uba74\uc11c USD\/JPY\uac00 \ud06c\uac8c \uc0c1\uc2b9\ud558\ub294 \ud750\ub984\uc774 \ub098\ud0c0\ub0ac\ub2e4. \uc774\ubc88 PPI\ub294 \uc774\ub7f0 \ud750\ub984\uc774 \uc544\uc9c1 \ub05d\ub098\uc9c0 \uc54a\uc558\uc744 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc900\ub2e4.\n\n\uc8fc\uc2dd \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \uc911\uc559\uc740\ud589\uc774 \uc11c\ub458\ub7ec \uae08\ub9ac\ub97c \uc62c\ub9ac\uc9c0 \uc54a\ub294 \ud658\uacbd\uc774 \uc77c\ubc18\uc801\uc73c\ub85c \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0 \uae0d\uc815\uc801\uc774\ub2e4. **\ucc28\uc785 \ube44\uc6a9(\ub3c8\uc744 \ube4c\ub9ac\ub294 \ube44\uc6a9, \uae08\ub9ac\uc5d0 \uc5f0\ub3d9)**\uc774 \ub0ae\uc73c\uba74 \uae30\uc5c5 \uc774\uc775\uacfc \ud22c\uc790\uac00 \ub4b7\ubc1b\uce68\ub3fc \uc77c\ubcf8 \uc8fc\uc2dd \ub9e4\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ub2db\ucf00\uc774225 \uc9c0\uc218\uc5d0\uc11c **\uc120\ubb3c(futures\u00b7\ubbf8\ub798 \ud2b9\uc815 \uc2dc\uc810\uc5d0 \uc815\ud55c \uac00\uaca9\uc73c\ub85c \uac70\ub798\ud558\ub294 \uacc4\uc57d)**\uc774\ub098 \ucf5c\uc635\uc158\uc744 \ud65c\uc6a9\ud55c \uac15\uc138 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4.\n\n\uc774\ubc88 \uae30\uc5c5\ubb3c\uac00 \uc9c0\ud45c\ub294 \uc77c\ubcf8\uad6d\ucc44(JGB\u00b7Japanese Government Bonds, \uc77c\ubcf8 \uc815\ubd80\uac00 \ubc1c\ud589\ud558\ub294 \uad6d\ucc44) \uc218\uc775\ub960\ub3c4 \ub0ae\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. BOJ\ub294 \uc624\ub79c \uae30\uac04 **\uc218\uc775\ub960\uace1\uc120 \uad00\ub9ac(YCC\u00b7Yield Curve Control, \uad6d\ucc44 \uc218\uc775\ub960\uc774 \ud2b9\uc815 \ubc94\uc704\ub97c \ubc97\uc5b4\ub098\uc9c0 \uc54a\ub3c4\ub85d \uc2dc\uc7a5\uc5d0 \uac1c\uc785\ud558\ub294 \uc815\ucc45)**\ub97c \uc6b4\uc601\ud574 \uc654\uace0, \uc774\ubc88 \ubb3c\uac00 \ud750\ub984\uc740 \ud574\ub2f9 \uc815\ucc45\uc744 \uae09\ud558\uac8c \ubc14\uafc0 \uc774\uc720\ub97c \uc57d\ud654\uc2dc\ud0a8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uad6d\ucc44 \uc120\ubb3c\ub85c JGB \uc218\uc775\ub960\uc758 \uc548\uc815 \ub610\ub294 \uc18c\ud3ed \ud558\ub77d\uc5d0 \ub300\ube44\ud55c \ud3ec\uc9c0\uc158\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4.\n\n\ub2e4\ub9cc \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc740 \uace7 **\u2018\ucd98\ud22c(Shunto\u00b7\ub178\uc0ac \uac04 \ubd04\ucca0 \uc784\uae08 \ud611\uc0c1)\u2019** \uacb0\uacfc\ub85c \uc774\ub3d9\ud560 \uc804\ub9dd\uc774\ub2e4. 2\uc6d4 \ub9d0 \ubc1c\ud45c\ub41c \uc804\uad6d \uc18c\ube44\uc790\ubb3c\uac00\uc9c0\uc218(CPI\u00b7Consumer Price Index, \uc18c\ube44\uc790\uac00 \uc2e4\uc81c\ub85c \uad6c\uc785\ud558\ub294 \ubb3c\uac00)\uc5d0\uc11c\ub294 **\uadfc\uc6d0\ubb3c\uac00(core inflation\u00b7\uc5d0\ub108\uc9c0\u00b7\uc2e0\uc120\uc2dd\ud488 \ub4f1 \ubcc0\ub3d9\uc774 \ud070 \ud488\ubaa9\uc744 \uc81c\uc678\ud55c \ubb3c\uac00)**\uac00 2.4%\ub85c \ub454\ud654\ud588\ub2e4. \uc784\uae08 \uc778\uc0c1\ud3ed\uc774 \ub0ae\ub2e4\uba74 BOJ\uac00 \ud604 \uc218\uc900\uc744 \uc720\uc9c0\ud560 \uadfc\uac70\uac00 \uac15\ud654\ub420 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \uc784\uae08\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \uc624\ub974\uba74 \ud604\uc7ac \ud750\ub984\uc774 \ube60\ub974\uac8c \ubc14\ub014 \uc218 \uc788\ub2e4.\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uc77c\ubcf8 2\uc6d4 \uae30\uc5c5\ubb3c\uac00\uc9c0\uc218(PPI) 2.0% \uc0c1\uc2b9\ud574 \uc608\uc0c1(2.1%) \ud558\ud68c. \ub3c4\ub9e4 \ubb3c\uac00 \uc555\ub825 \ub454\ud654\ub85c BOJ \uae34\ucd95 \uc18d\ub3c4 \ubd80\ub2f4 \uc644\ud654, \uae08\ub9ac \uaca9\ucc28 \uc9c0\uc18d\uc5d0 \uc5d4 \uc57d\uc138\u00b7\u65e5\uc8fc\uc2dd \uac15\uc138 \uae30\ub300. \ucd98\ud22c \uc8fc\ubaa9.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-40492","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=40492"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/40492\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=40492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=40492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=40492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}